Farther Finance Advisors, LLC Incresed Positions in Q2 2025

Farther Finance Advisors, LLC

  • $5 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DTEC
Alps ETF Tr Disruptive Technol

ETFs
2
+ 5.56%
$38.26 - $48.93 $76.5 - $97.9
38 $1.88M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
46
+ 4600.0%
$6.16 - $7.97 $283 - $367
47 $306K
IBOC
International Bancshares Corp

Financial Services
4
+ 57.14%
$56.4 - $66.7 $226 - $267
11 $732K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
11
+ 7.53%
$22.25 - $30.3 $245 - $333
157 $4.3M
IT
Gartner Inc

Technology
19
+ 2.42%
$377.5 - $449.52 $7.17K - $8.54K
804 $325M
EZPW
Ezcorp Inc

Financial Services
20
+ 2000.0%
$12.97 - $16.38 $259 - $328
21 $291K
Brookfield Wealth Sol LTD Cl A Exchangeab
4
+ 133.33%
N/A
7 $432K
South Bow Corp Com
9
+ 9.89%
N/A
100 $2.59M
OFC
Corporate Office Properties Trust

Real Estate
9
+ 32.14%
N/A
37 $1.02M
PK
Park Hotels & Resorts Inc.

Real Estate
52
+ 9.63%
$8.85 - $11.18 $460 - $581
592 $6.06M
BSBR
Banco Santander (Brasil) S.A.

Financial Services
3
+ 0.93%
$4.36 - $5.47 $13.1 - $16.4
325 $1.77M
ATRC
Atri Cure, Inc.

Healthcare
8
+ 15.69%
$29.07 - $34.94 $233 - $280
59 $1.93M
TCBI
Texas Capital Bancshares Inc

Financial Services
2
+ 14.29%
$61.24 - $79.4 $122 - $159
16 $1.27M
COMP
Compass, Inc.

Technology
47
+ 167.86%
$5.8 - $8.98 $273 - $422
75 $471K
JETS
ETF Ser Solutions U S Global J

ETFs
7
+ 46.67%
$17.37 - $23.44 $122 - $164
22 $505K
TBT
Proshares Ultrashort 20+Year T

ETFs
5
+ 71.43%
$32.0 - $39.06 $160 - $195
12 $421K
HOMB
Home Bancshares Inc

Financial Services
6
+ 9.84%
$25.05 - $29.62 $150 - $178
67 $1.91M
MIN
Mfs Intermediate Income Trust

Financial Services
96
+ 0.66%
$2.63 - $2.72 $252 - $261
14.7K $39.7M
Amplify ETF Tr Altrntv Harv ETF
12
+ 60.0%
N/A
32 $575K
FIZZ
National Beverage Corp

Consumer Defensive
4
+ 80.0%
$41.45 - $46.54 $166 - $186
9 $389K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
3
+ 100.0%
$38.39 - $51.11 $115 - $153
6 $305K
BKE
Buckle Inc

Consumer Cyclical
1
+ 5.56%
$33.77 - $45.57 $33.8 - $45.6
19 $862K
EXLS
Exl Service Holdings, Inc.

Technology
14
+ 12.61%
$41.85 - $48.48 $586 - $679
125 $5.47M
ADPT
Adaptive Biotechnologies Corp

Healthcare
6
+ 26.09%
$6.83 - $12.16 $41 - $73
29 $338K
RC
Ready Capital Corp

Real Estate
40
+ 235.29%
$4.13 - $5.15 $165 - $206
57 $249K
ARTNA
Artesian Resources Corp

Utilities
3
+ 3.95%
$31.86 - $35.52 $95.6 - $107
79 $2.65M
AIN
Albany International Corp

Consumer Cyclical
2
+ 100.0%
$59.75 - $70.94 $120 - $142
4 $281K
RUM
Rumble Inc.

Technology
14
+ 175.0%
$6.94 - $10.56 $97.2 - $148
22 $198K
EE
Excelerate Energy, Inc.

Utilities
4
+ 133.33%
$24.7 - $31.83 $98.8 - $127
7 $205K
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
3
+ 2.05%
$2.55 - $3.6 $7.65 - $10.8
149 $536K
Birkenstock Holding PLC Com Shs
1
+ 4.35%
N/A
24 $1.18M
DRD
Drdgold LTD

Basic Materials
126
+ 16.32%
$12.96 - $17.16 $1.63K - $2.16K
898 $12M
AGS
Play Ags, Inc.

Consumer Cyclical
8
+ 160.0%
$11.83 - $12.49 $94.6 - $99.9
13 $162K
JFR
Nuveen Floating Rate Income Fund

Financial Services
48
+ 0.31%
$7.51 - $8.49 $360 - $408
15.3K $129M
CWT
California Water Service Group

Utilities
3
+ 23.08%
$44.67 - $51.36 $134 - $154
16 $728K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1
+ 6.67%
$89.28 - $103.69 $89.3 - $104
16 $1.59M
Intuitive Machines Inc Class A Com
6
+ 100.0%
N/A
12 $130K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
2
+ 4.65%
$31.58 - $37.56 $63.2 - $75.1
45 $1.67M
SJW
Sjw Group

Utilities
2
+ 15.38%
$50.1 - $56.8 $100 - $114
15 $780K
Fidelity Disruptive Technology ETF
1
+ 25.0%
N/A
5 $195K
LKFN
Lakeland Financial Corp

Financial Services
1
+ 100.0%
$51.45 - $61.84 $51.5 - $61.8
2 $123K
EHAB
Enhabit, Inc.

Healthcare
5
+ 31.25%
$7.22 - $10.8 $36.1 - $54
21 $202K
THRY
Thryv Holdings, Inc.

Communication Services
6
+ 21.43%
$10.25 - $14.92 $61.5 - $89.5
34 $413K
UTL
Unitil Corp

Utilities
4
+ 16.0%
$51.68 - $59.77 $207 - $239
29 $1.51M
RELY
Remitly Global, Inc.

Technology
20
+ 13.16%
$18.65 - $24.49 $373 - $490
172 $3.23M
VALWS
Valaris LTD Wt Exp (Bmu)
13
+ 325.0%
N/A
17 $66K
AHH
Armada Hoffler Properties, Inc.

Real Estate
7
+ 23.33%
$6.37 - $7.42 $44.6 - $51.9
37 $254K
ITM
Vaneck Intermediate Muni ETF

ETFs
3
+ 0.34%
$44.27 - $45.82 $133 - $137
898 $40.8M
Atmus Filtration Technologies Com
6
+ 2.42%
N/A
254 $9.26M
Activity Summary
Buys All Purchases 2417 New Holdings 462 Increased Positions 1955 Sells All Sells 1393 Reductions 1392 Sold out 1 Options Calls 4 Puts 3
Track This Portfolio

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email